Orion Capital Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$88,374
+349.5%
213
+317.6%
0.06%
+338.5%
Q1 2023$19,659
+515.5%
51
+410.0%
0.01%
+550.0%
Q4 2022$3,194
+6.5%
100.0%0.00%0.0%
Q3 2022$3,0000.0%100.0%0.00%0.0%
Q2 2022$3,000
-25.0%
100.0%0.00%0.0%
Q1 2022$4,000
-20.0%
100.0%0.00%
-33.3%
Q4 2021$5,000
+25.0%
100.0%0.00%
+50.0%
Q3 2021$4,0000.0%100.0%0.00%0.0%
Q2 2021$4,0000.0%100.0%0.00%
-33.3%
Q1 2021$4,000
-85.2%
10
-86.8%
0.00%
-85.0%
Q4 2020$27,000760.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders